About Cetera
Cetera is a company based in El Segundo (United States) founded in 2010 was acquired by Genstar Capital in June 2018.. Cetera has raised $10.17 million across 2 funding rounds from investors including RCS Capital and Genstar Capital. The company has 4 employees as of December 31, 2022. Cetera has completed 5 acquisitions, including Avantax, Concourse Financial and MAGIS Financial Partners.
- Headquarter El Segundo, United States
- Employees 4 as on 31 Dec, 2022
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
$-2.16 K (USD)-4as on Apr 30, 2023
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EBITDA
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Total Equity Funding
$10.17 M (USD)
in 2 rounds
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Latest Funding Round
$1.12 B (USD), Debt – Conventional
Oct 01, 2018
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Investors
RCS Capital
& 1 more
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Employee Count
4
as on Dec 31, 2022
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Investments & Acquisitions
Avantax
& 4 more
- Acquired by
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Software Development Team
57 people
Finance and Accounting
34 people
Legal and Compliance
33 people
Leadership Team
32 people
Sales and Marketing
26 people
Senior Team
20 people
Product Management Team
16 people
Data Analysis and Operations Team
15 people
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Funding Insights of Cetera
Cetera has successfully raised a total of $10.17M across 2 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $1.12 billion completed in October 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Debt – Conventional — $1.1B
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First Round
First Round
(16 Apr 2010)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2018 | Amount | Debt – Conventional - Cetera | Valuation |
investors |
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| Apr, 2010 | Amount | Series B - Cetera | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Cetera
Cetera has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include RCS Capital and Genstar Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Diversified investment management firm
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cetera
Cetera has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Avantax, Concourse Financial and MAGIS Financial Partners. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Insurance, financial planning, and investment management services are provided.
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2020 | ||||
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Retirement investment management services are provided for planning needs.
|
2004 | ||||
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Financial advisory services are provided to clients by Prosperity Advisors.
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1989 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Cetera
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cetera Comparisons
Competitors of Cetera
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cetera
Frequently Asked Questions about Cetera
When was Cetera founded?
Cetera was founded in 2010.
Where is Cetera located?
Cetera is headquartered in El Segundo, United States. It is registered at El Segundo, California, United States.
Is Cetera a funded company?
Cetera is a funded company, having raised a total of $10.17M across 2 funding rounds to date. The company's 1st funding round was a Series B of $10.17M, raised on Apr 16, 2010.
How many employees does Cetera have?
As of Dec 31, 2022, the latest employee count at Cetera is 4.
What does Cetera do?
Cetera Financial Group was founded in 2010 and is headquartered in El Segundo, United States. Operations focus on the financial services sector, where advisory support is extended to independent advisors, institution-based professionals, tax experts, and investment programs for banks and credit unions. Recognition has been received through two Bank Insurance Securities Association Technology Innovation Awards for the DOL DynamIQs and Cetera Fastpath initiatives.
How many acquisitions has Cetera made?
Cetera has made 5 acquisitions, including Avantax, Concourse Financial, and MAGIS Financial Partners.
Who are Cetera's investors?
Cetera has 2 investors. Key investors include RCS Capital, and Genstar Capital.